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Link your bank accounts only when you feel confident
Choose Your Plan
Pick a subscription that fits your business needs
Powering smarter finances for growing businesses.
See BoKapsys AI in Action
One platform, every financial workflow - explored live.
Professional Financial Services
From tax preparation to AI-powered bookkeeping — choose the service that fits your business.
Tax Preparation
Professional tax document organization and preparation that saves you time and sets your CPA up for success.
Bookkeeper
Accurate bookkeeping that keeps your business compliant, organized, and ready for growth — every month.
Bookkeeping Services
Get back to growing your business with professional bookkeeping services powered by QuickBooks-certified experts.
Online Bookkeeper
Stop drowning in spreadsheets — automated bookkeeping with AI-driven accuracy and real-time financial insights.
Everything You Need to Run Your Finances on Autopilot
BoKapsys handles the complexity. You grow the business.
AI CFO Chatbot
Chat with your financial data in plain English. Ask "How much did I spend on marketing last quarter?" and get instant, data-backed answers pulled directly from your bank transactions. Your AI advisor understands context - follow up with "show me the top vendors" and it remembers what you were asking about. Available 24/7, no spreadsheet diving required.
Smart Budget Planning
Create monthly budgets by category, track daily burn rates, and see projected month-end spend in real-time. AI automatically detects recurring payments like rent, subscriptions, and utilities - then generates personalized recommendations to reduce overspending or reallocate unused funds. Get alerts before you hit budget thresholds.
AI Transaction Classification
Every transaction is automatically classified using GPT-4 embeddings and a hierarchical Chart of Accounts taxonomy. The system maps each entry to the correct statement type, category, subcategory, and account code. It learns your patterns and saves categorization rules - so similar transactions are classified instantly next time.
Real-Time Financial Dashboard
Track income, expenses, net profit, and profit margin at a glance. View spending trends by month, top categories with percentage breakdowns, and daily averages by day of the week. Pending transaction alerts and unposted entry warnings keep your books clean.
12,000+ Bank Integrations
Connect to virtually any financial institution via Plaid with secure OAuth. Live transaction sync with AES-256 encrypted token storage. Import history via PDF or CSV uploads with automatic duplicate detection and batch management.
One-Click Financial Reports
Generate Balance Sheets, Income Statements, Cash Flow Statements, and Trial Balances instantly. Multi-period comparisons across monthly or quarterly views. Save report snapshots for approval workflows and export to PDF or CSV with full drill-down.
Depreciation, Amortization & Loans
Build allocation schedules for fixed assets with Straight-Line, Declining Balance, SYD, or DDB depreciation methods. Amortize prepaid expenses over custom durations. Calculate loan payments with principal vs. interest breakdowns - all auto-posted to your general ledger.
Accruals & Double-Entry Posting
Handle non-cash accounting entries with full double-entry bookkeeping. Create accruals for expenses and revenue with matching I/S and B/S accounts. Edit with automatic reversing entries for a complete audit trail. Period validation prevents postings to closed fiscal years.
Automated Reconciliation
Select any account, enter your bank statement balance, and instantly see the variance against your system balance. Adjustments post automatically to a reconciliation suspense account. Transaction locking prevents changes to reconciled entries.
Recurring Transaction Detection
AI scans your bank data to detect recurring payments - rent, subscriptions, loan installments - by normalizing transaction descriptions and grouping similar entries. Track occurrence history, set due dates, and get alerts 3 days before upcoming payments.
Enterprise-Grade Security
AES-256-CBC encryption for all banking credentials, JWT authentication with email verification, token-based rate limiting by subscription tier, and full audit trails for every financial entry. Your data never leaves secure, encrypted channels.
Year-End Close Automation
Close fiscal years with a single click. Net income is calculated automatically and posted to Retained Earnings. All entries are locked to prevent unauthorized changes. Need to make corrections? Reverse a closed year and reopen with full audit documentation.
Smart Budget Planning That Thinks Ahead
Set monthly budgets, track every dollar in real-time, and let AI optimize your spending. Recurring payments detected automatically. Alerts before you overspend.
Budget Summary
April 2026Top Spending
Budget Transaction Types
Allocated: $6,300 / $7,300
AI Suggestions
Get personalized recommendations to reduce, increase, or maintain category budgets based on your spending patterns.
Upcoming Payments
See bills due in the next 14 days with urgency indicators. Never miss a payment again.
Recurring Detection
AI scans your transactions to auto-detect recurring bills, subscriptions, and regular payments.
Get Started in Minutes
Three simple steps to financial clarity
Connect Your Banks
Securely link 12,000+ institutions in seconds via Plaid.
AI Does the Heavy Lifting
Every transaction imported, classified, and organized automatically.
Get Actionable Insights
Professional reports and AI answers, ready for your CPA anytime.
Meet Your AI-Powered Financial Strategist
Raw data in. Actionable insights out. In real time.
Trusted Integrations
Custom Bookkeeping Solutions For Businesses
Professional Financial Management For Growing Companies
Expert bookkeepers plus intelligent automation - accuracy and simplicity for startups and scaling businesses alike.
- No manual data entry - AI does it.
- Real-time dashboards, instant visibility.
- Pricing that scales with you.
- 24/7 access to your numbers.
Automated Processing
Bank statements collected and processed automatically
AI Classification
Transactions categorized by intelligent algorithms
Expert Review
Professional bookkeepers verify and refine results
Instant Reports
Financial statements ready when you need them
Professional Financial Reporting
Results That Make A Difference
Institutional-quality statements at the click of a button - drill down, compare periods, export investor-ready PDFs.
Bookkeeping Services
Financial Tasks Made Simple With AI
Custom Pricing Bookkeeping
Flexible plans that scale with your business - from startup to enterprise.
24/7 Financial Access
View dashboards, reports, and transactions anytime from any device.
AI-Powered Reports
Professional financial statements generated in seconds, not days.
Tax Preparation
CPA-ready tax packages with organized records and automated categorization.
Outsourced Bookkeeper
Expert bookkeepers backed by AI for maximum accuracy without the overhead.
Financial Consulting
Strategic advice powered by real data and AI-driven insights.
Ready to Transform Your Financial Operations?
Automated books. Zero data entry. Real-time clarity.
Free 30-Day Trial
No credit card required. Full access to all features.
AI-Powered Automation
Let our AI handle transaction classification and reporting.
Dedicated Support
Our team is here to help you every step of the way.